COAVX Mutual Fund
COAVX Mutual Fund
COAVX Mutual Fund
Columbia Overseas Value Fund Class A
COAVX Mutual Fund Overview
COAVX Mutual Fund (Columbia Overseas Value Fund Class A) is managed by Columbia Threadneedle Investments with $422.5M in net assets. COAVX expense ratio is 1.16%, holding 99 positions across sectors including Energy, Materials, Financials. Inception date: 2013-02-28.
COAVX performance shows a YTD return of 6.65%. The 1-year return is 15.04% and the 5-year return is 11.86%. COAVX dividend yield stands at 4.80%, paid semi-annually.
COAVX top holdings include Shell Plc (3.9%), Sumitomo Mitsui Financial Group Inc. Shs (2.7%), Axa Sa (2.5%), TotalEnergies SE (2.4%), Ing Groep Nv (2.4%). Go to all COAVX holdings, COAVX sectors, or COAVX dividends.
COAVX can be compared against other funds. Use COAVX overlap to find shared positions, or COAVX vs another fund for a side-by-side view. COAVX alternatives are available via the screener, along with tax-loss harvesting opportunities.